Joseph D. McIntosh

The desire to help others set and achieve their financial goals led Joseph to a career in personal wealth management, a profession that turned into a “calling” that combines his love of finance with a passion to serve people and families. Adhering to a conviction that there is more to wealth than just the monetary side, he loves to help individuals leave a financial legacy. Joseph is a graduate of Baylor University with a degree in Accounting and Real Estate. He also holds a Master of Science in Taxation and is a Certified Public Accountant (CPA). Following graduate school, Joseph spent several years working with Ernst & Young, LLP, in tax advisory, serving Fortune 1000 and various large multi-national companies. He joined Steward Wealth Management in 2013, which was acquired by Mercer Advisors in 2023. Joseph and his wife are natives of the Dallas-Fort Worth metroplex. In his spare time, he enjoys coaching their three boys’ sport activities, playing golf, pickleball and spending time with family. He and his family are active in their local church and community.